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Portfolio (Quarterly) Guide ↗

Juno Financial Group LLC

· CIK 0002106874
13F Portfolio $250M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 5,053.0 $811K 0.32% NEW $160.40 +11.4%
42 V VISA INC Financial Services 1,996.0 $700K 0.28% NEW $350.65 -6.3%
43 QQEW FIRST TR EXCHANGE-TRADED FD 4,580.0 $651K 0.26% NEW $142.13 +7.6%
44 NVDA NVIDIA CORPORATION Technology 3,308.0 $617K 0.25% NEW $186.51 +7.3%
45 CIBR FIRST TR EXCHANGE TRADED FD 8,633.0 $617K 0.25% NEW $71.45 +17.9%
46 CAVA CAVA GROUP INC Consumer Cyclical 9,143.0 $537K 0.21% NEW $58.69 +32.2%
47 VOO VANGUARD INDEX FDS 787.0 $494K 0.20% NEW $627.30 +7.8%
48 MO ALTRIA GROUP INC Consumer Defensive 7,918.0 $457K 0.18% NEW $57.66 +24.2%
49 ITA ISHARES TR 2,042.0 $438K 0.18% NEW $214.71 +9.9%
50 GOOG ALPHABET INC Communication Services 1,390.0 $436K 0.17% NEW $313.90 +10.3%
51 GE GE AEROSPACE Industrials 1,296.0 $399K 0.16% NEW $307.97 +15.7%
52 FULT FULTON FINL CORP PA Financial Services 20,271.0 $392K 0.16% NEW $19.33 +22.4%
53 BA BOEING CO Industrials 1,775.0 $385K 0.15% NEW $217.12 -0.2%
54 ETN EATON CORP PLC Industrials 1,159.0 $369K 0.15% NEW $318.51 +27.2%
55 XLU SELECT SECTOR SPDR TR 8,408.0 $359K 0.14% NEW $42.69 +5.6%
56 SHY ISHARES TR 4,278.0 $354K 0.14% NEW $82.83 -1.0%
57 RSP INVESCO EXCHANGE TRADED FD T 1,760.0 $337K 0.14% NEW $191.56 +9.0%
58 VXF VANGUARD INDEX FDS 1,527.0 $319K 0.13% NEW $209.11 +14.2%
59 UNP UNION PAC CORP Industrials 1,145.0 $265K 0.11% NEW $231.33 +11.8%
60 IBMO ISHARES TR 10,137.0 $260K 0.10% NEW $25.64 +0.1%
Page 3 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Consumer Defensive 16.4%
Financial Services 12.9%
Industrials 12.8%
Healthcare 9.4%
Communication Services 9.1%
Consumer Cyclical 8.3%
Energy 4.6%
Utilities 1.4%